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Invesco S&P 500 GARP ETF

312 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 317312 (-5)

2.77% less ownership

Funds ownership: 64.44%61.67% (-2.8%)

15% less capital invested

Capital invested by funds: $2.05B → $1.75B (-$305M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
312
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
25
Increased
74
Reduced
171
Closed
27
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$719K -$441K -4,427 -40%
PWP
152
Prasad Wealth Partners
Ohio
$709K -$714K -7,156 -52%
BIA
153
Barry Investment Advisors
Massachusetts
$703K +$1.59K +16 +0.2%
CW
154
CreativeOne Wealth
Kansas
$694K -$61.7K -619 -9%
WLPWM
155
Walled Lake Planning & Wealth Management
Illinois
$681K -$78.9K -791 -11%
SPWM
156
Schrum Private Wealth Management
Florida
$672K
CA
157
Calton & Associates
Florida
$663K -$1.38M -13,865 -69%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$660K -$13.6K -136 -2%
AA
159
Armis Advisers
Georgia
$660K +$61.3K +615 +11%
FHC
160
First Heartland Consultants
Missouri
$655K +$144K +1,441 +31%
Stifel Financial
161
Stifel Financial
Missouri
$653K -$56.7K -569 -9%
BAM
162
Belpointe Asset Management
Nevada
$644K -$136K -1,361 -19%
SWP
163
Sagespring Wealth Partners
Tennessee
$615K -$1.41M -14,121 -71%
Comerica Bank
164
Comerica Bank
Texas
$591K -$35.6K -357 -6%
APW
165
Austin Private Wealth
Texas
$588K +$32.2K +323 +6%
QCM
166
Quantinno Capital Management
New York
$588K +$8.28K +83 +2%
GS
167
GTS Securities
New York
$569K +$526K +5,280 New
TSS
168
Two Sigma Securities
New York
$567K +$136K +1,366 +35%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$561K -$168K -1,686 -24%
PA
170
PFG Advisors
Arizona
$560K -$70K -702 -12%
HA
171
Herold Advisors
New York
$554K -$30.3K -304 -6%
CL
172
Choreo LLC
Illinois
$548K -$475K -4,762 -48%
WA
173
Whipplewood Advisors
Colorado
$545K -$2.24M -22,419 -82%
SWP
174
Strategic Wealth Partners
Ohio
$539K +$499K +5,000 New
HNW
175
High Note Wealth
Minnesota
$538K

SPGP Hedge Fund Activity: Q2 2025 in Review

312 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2025, worth a combined $1.75B — down 15% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPGP and 25 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 74 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $91.5M.

  • 312 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2025, down from 317 in Q1 2025.
  • Funds reported $1.75B of Invesco S&P 500 GARP ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2025 and 27 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.01M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q2 2025 was Morgan Stanley, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.